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en:handbuch:kapitel_3:3.6._fortsetzung_5
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Table of Contents
3.06 Reportgenerator "ReportMaker" (continued 5)
Key Figures
Definition:
Key figures are consolidated values, which are calculated using algorithms from the document data or other key figures, and which describe a document. An ID as a unique identification is assigned for each key figure. Projectile supports key figures for the forms contact, project, jobs and employee.
The use of key figures in Projectile allows the user to create total values, values for any point in time and values for any time period. The values which are created by key figures are marked with a creation date, so that they can be stored and reused without a re-calculation. Furthermore, each key figure can be assigned to a document, and can be integrated by key figures in the screen views and in reports.
Usage:
After a project, a job or an employee has been chosen by using the search function in Projectile, clicking on “Report” opens the Report-Designer. Here are the key figures in the column “column content”, where they are identified by an asterisk. After one or several key figures have been selected, it is necessary to select '(periods)' in the same column. Then, a time interval should be defined for the key figures. Select the “time interval” in the drop down box, for example “current month”, and then select a period, for example, “weekly”. Additionally, the creation of new key figures for a defined period of time can be blocked by using the “Max figures age”.
Afterwards an aggregate type for forming sums for the key figures. In the row of the key figure, in the drop down box “Periodic”, select either “Total” = the entire static value including the non-visible values, “periodic” = the timed limit of the total value, “sum” = the sum of the visible values and “accumulated” = the sum of the periodical determined values.
After clicking save, go back to the dialog field, and also click save, an output format is selected and “Show Reports” is clicked. The report with the key figures is generated and is available for further usage.
Reference:
Customer Form:
| Name | Description | Type | SubTyp | ID | Standard yes/no |
|---|---|---|---|---|---|
| Incoming Invoice | Incoming invoice amount of the contact, the sum of the contact, sum of the incoming invoice positions, which refer to the contact, Limit: date of the incoming invoice | FLOAT | IncomingInvoice_Tracked_Customer | yes | |
| Offer Tracked | The basis of these key figures is the data of the offer. The net amounts of the offer values of all projects of the customer with the status “offer included” are calculated here. When limited, the date of offer is used. | FLOAT | MONEY | Offer_Tracked_Customer | yes |
| Order Value | The order value of the supplier, sum of the order positions which refer to the supplier (gross amount), Limit: date of order | FLOAT | OrderValue_Tracked_Customer | yes | |
| Order Confirmation Tracked | The basis of these key figures is the data of the order confirmation. The net amounts of the orders of all projects of the customer with the status “offer confirmation included” are calculated here. When limited, the date of the order is used. | FLOAT | MONEY | OrderConfirmation_Tracked_Customer | yes |
| Profitability Tracked | Profitability = (revenue - costs) / revenue, revenue is the actual revenue and is estimated for fixed price projects based on the degree of completion. Basis of this calculation should not be the “pure” recorded time, but should be calculated in percentage - in relation to the daily working times of 8 hours. In the evaluation of fixed-price projects with the aid of the degree of completion, the true revenue is considered only with the final bill (fixed price or amount of payment invoices = 100%). For all other states (complete <100%), the fixed price (orders, if filled - otherwise offer value when filled - otherwise plan revenue after adding surcharges) is used and this value is multiplied with the degree of completion / 100. | FLOAT | Profitability_Tracked_Customer | yes | |
| Estimated Sales | Order value in the sales pipeline multiplied with the probability | FLOAT | MONEY | Sales_Estimated_Customer | yes |
| Planned Sales | Planned order value, order value in the sales pipeline | FLOAT | MONEY | Sales_Planned_Customer | yes |
| Supplier Budget | Sum of the budgets of the order positions, which belong to the order of the suppliers. Budgets have no fixed date, but margin, overlapping charge | FLOAT | SupplierBudget_Tracked_Customer | yes | |
| Supplier Turnover | Sum of the incoming invoice positions, which refer to the project and are included into the outgoing invoices. | FLOAT | SupplierTurnover_Tracked_Customer | yes | |
| Time Billed | Billed effort/time from included job times, the time limit is based on the date entries of the billed time entries | FLOAT | MONEY | Time_Billed_Customer | yes |
| Turnover Tracked | The basis of these key figures is the data of the invoice. The net amounts of the invoice amounts of all projects of the customer with the status “offer confirmation included” are calculated here. When limited (if existent), the time span of the service, otherwise the date of the invoice is used. | FLOAT | MONEY | Turnover_Tracked_Customer | yes |
Project Form:
| Name | Description | Type | SubTyp | ID | Standard yes/no |
|---|---|---|---|---|---|
| Budget External Tracked | Total ext. amounts of all budgets of the project, Span: fully or partially overlapping | FLOAT | BudgetExternal_Tracked_Project | yes | |
| BudgetInternalTracked | Total internal amounts of all budgets of the project, Span: fully or partially overlapping | FLOAT | BudgetInternal_Tracked_Project | yes | |
| Planned Material Costs | Total ext. amounts material cost-Budget of the project | FLOAT | BudgetMaterial_Tracked_Project | no | |
| Remaining Cost | Remaining budget on the basis of the difference of actual time and target time, also external hourly rate | FLOAT | MONEY | RemainingCost_Calculated_Project | no |
| Budget Third Party | Total ext. amounts FL-Budgets of a project | FLOAT | BudgetThirdParty_Tracked_Project | no | |
| Planned Travel Cost | Total ext. amounts travel cost budgets of the project | FLOAT | BudgetTravel_Tracked_Project | no | |
| Completion Calculated | Degree of completion by calculation, not based on estimates, but purely on the basis of plan and actual. The basis of this key figure is the quotient of actual and planned time or (if available) the final employee estimate less the thereafter recorded services. This data is determined for each job and condensed to the projects. When defining the time span, either the plan and actual time or the estimates of the jobs are used on a daily basis. | FLOAT | Completion_Calculated_Project | yes | |
| Completion Employee Estimated | Key Figure: Degree of completion by employee estimate, i.e. estimates from TT. The basis of this figure is the tracking and recording system TimeTracker and the estimate completion dialog. Here, the remaining time and/or degree of completion for jobs are entered by the employee and, if necessary, corrected by the project manager in the dialog “estimate completion”. When defining the time span, the estimates are used per day. | FLOAT | Completion_EmployeeEstimated_Project | yes | |
| Completion Manager Estimated | Key Figure: Degree of completion through the manager's estimate, i.e. from the states documents, which depends directly on the project. The basis of this key figure is the degree of completion of the project. When defining the time span, the estimates per deadline are used. | FLOAT | Completion_ManagerEstimated_Project | yes | |
| Cost Normalized | This key figure calculates analogue to the key figure Work Cost Tracked* (project form), which multiplies the recorded actual time with the internal hourly rate of the employee. Basis of the calculation is not the “pure” recorded time, but the calculation of costs are in percentage - in relation to the daily working times of 8 hours. The time span is the date entries of the time recording. | FLOAT | MONEY | Cost_Normalized_Project | yes |
| Cost Material Tracked | Total ext. amount of the costs | FLOAT | CostMaterial_Tracked_Project | no | |
| Misc Cost Tracked | Total ext. other amounts of the costs | FLOAT | CostOther_Tracked_Project | no | |
| Cost Performance Estimated | The CPI (Cost Performance Index) is the cost-related performance key figure of Earned Value Analysis. It is formed from the ratio of earned value and actual time. This means that with a CPI of greater than 1.00 (100%) the project results are rendered at a lower cost than originally planned, while a value of less than 1.00 (100%) exceeds the project's budget. Calculation: Planned time * degree of completion / actual time spent | FLOAT | CostPerformance_Estimated_Project | yes | |
| Planned Cost Total | Total planned costs on the basis of jobs and budgets, internal costs | FLOAT | MONEY | Cost_Planned_Project | yes |
| Cost Tracked | Internal job costs + costs from cost documents, such as receipts, driving, travel … The basis of this key figure is the tracking and recording entries (Time Tracker) and the cost recording (drive, receipt, travel, foreign costs and foreign invoices). Here, the work cost tracked* and all internal costs (net amounts) of the entries for driving, receipts, travel, foreign costs and foreign invoices are totaled. When defining a time span, the recorded time and cost receipts are used per day. | FLOAT | MONEY | Cost_Tracked_Project | yes |
| Cost Third Party Tracked | Total ext. amounts of the costs | FLOAT | CostThirdParty_Tracked_Project | no | |
| Travel Cost Tracked | Total ext. amounts of the costs | FLOAT | CostTravel_Tracked_Project | no | |
| End Tracked | Key figure: end of time tracking, last time at which something has been recorded for a project, whether time, receipts, travel, travel, etc. | DATE | End_Tracked_Project | no | |
| Incoming Invoice | Incoming invoice of the project, the total of the incoming invoice position items that reference the project, Time span: the date of the incoming invoice | FLOAT | IncomingInvoice_Tracked_Project | yes | |
| Incoming Invoice Net | Incoming invoice of the project, the total of the invoice position items, which reference the project (net), Time span: Date of incoming invoice | FLOAT | IncomingInvoiceNet_Tracked_Project | yes | |
| Turnover Chargeable | All billable times multiplied by the hourly rates, i.e., job times which can be billed in invoices. The basis of this key figure is the key figure “Chargeable Time*”. This key figure is multiplied with the external hourly rate of the job (see pricing). When defining the time span, the the time recording are used per day. | FLOAT | MONEY | Turnover_Chargeable_Project | yes |
| Job Turnover Tracked | The basis of this key figure is the data of the invoice. Here the net amounts of the position items are calculated based on jobs of the project with the status “Invoice included”. If the time span is defined, the performance period is used, otherwise the invoice date is used. | FLOAT | MONEY | JobTurnover_Tracked_Project | yes |
| Misc Cost Tracked | All costs except work costs: item sales, trips, travel, receipts, Time span: Date entris of the cost documents | FLOAT | MONEY | MiscCost_Tracked_Project | yes |
| Offer Value | The basis of this key figure is the data of the offer. Here, the net amounts of the offer value of the project with status “Offer included” are calculated. When defining the time span, the date of the offer is used. | FLOAT | MONEY | Offer_Tracked_Project | yes |
| Order Confirmation Value | The basis of this figure is the data of the order confirmation. Here the net amounts of the orders of the project with status “Order Confirmation included” is calculated. When defining the time span, the date of the order is used. | FLOAT | MONEY | OrderConfirmation_Tracked_Project | yes |
| Order Value net | Sum of order positions that reference the project, Time boundary: order date | FLOAT | OrderValueNet_Tracked_Project | yes | |
| Order Value | Sum of order items that reference the project (gross), Time boundary: order date | FLOAT | OrderValue_Tracked_Project | yes | |
| Planned Working Days Project Passed | These are the elapsed days between the planned beginning and planned end. Weekends are not counted, but public holidays are, Time span: planned start and planned end of the project | FLOAT | PassedWorkingDays_Planned_Project | yes | |
| Profitability Tracked | Profitability = ( turnover - costs ) / turnover, Turnover is the actual turnover and is estimated for fixed-price projects based on the degree of completion. The basis of this calculation should not be the “pure” recorded time, but should be in percentage - with relation to the daily working time of 8 hours. \ \ In the evaluation of fixed-price projects using the degree of completion, the true turnover is only considered with the final bill (fixed price or total amount of advance payment invoices = 100%). For all other states (complete <100%) the fixed price (order value if filled - otherwise offer value when filled - otherwise planned turnover after surcharges) is used and this value is multiplied with the degree of completion / 100. | FLOAT | Profitability_Tracked_Project | yes | |
| Planned Project Position | Project position amount, where documents of type project position be attached to a project) | FLOAT | ProjectPosition_Planned_Project | no | |
| Remaining Cost Employee Estimated | The key figure is calculated from the employee estimates of the remaining time in the Time Tracker and the internal hourly rate | FLOAT | MONEY | RemainingCost_EmployeeEstimated_Project | yes |
| Remaining Time Employee Estimated | The basis of this key figure is tracking and recording entry (TimeTracker) and the estimate completion dialog. Here the remaining time and/or degree of completion of jobs are entered by the employee and, if necessary corrected by the project manager in the dialog “Estimate completion”. When defining the time span, the estimates are used per day. | FLOAT | DURATION | RemainingTime_EmployeeEstimated_Project | yes |
| Start Tracked | Start time recording, first time recording for the project, whether time, receipts, driving, travel, etc. | DATE | Start_Tracked_Project | yes | |
| Supplier Budget | Sum of the budgets, which reference the order positions in the project. Budgets have no fixed date, but a margin, charge overlapping | FLOAT | SupplierBudget_Tracked_Project | yes | |
| Supplier Turnover | Sum of the incoming invoice items, which reference the project and is included in the outgoing bills, Time Boundary: Invoice Date | FLOAT | SupplierTurnover_Tracked_Project | yes | |
| Time Billed | Sum of the jobs, the boundary is based on date entries of the billed time entries | FLOAT | MONEY | Time_Billed_Project | yes |
| Chargeable Time | The basis of this key figure is tracking and recording entry (TimeTracker) and the evaluation of chargeable services. Here are the billable hours of individual jobs is charged at the project level. In defining the time span, the time entries per day are used. | FLOAT | DURATION | Time_Chargeable_Project | yes |
| Time Performance Estimated Project | Formula for calculation: (planned period (Total) * degree of completion) / Plan period (at the reporting date). The SPI (Schedule Performance Index) is the time-related performance key figure of earned value analysis. It is formed from the ratio of earned value and planned time/effort. This means that with an SPI greater than 1.00 (100%) the project results were delivered faster than originally planned, while a value of less than 1.00 (100%), the project is progressing too slowly. Calculation: the product of overall planned duration and degree of completion divided by the planned duration to the reporting period (to the project respectively) | FLOAT | TimePerformance_Estimated_Project | yes | |
| Planned Time | The basis of this key figure is the project planning. Here, the planned time of the individual jobs are charged at the project level. When defining a time span, the planned time of the jobs under the assumption of uniform distribution are calculated on a daily basis. | FLOAT | DURATION | Time_Planned_Project | yes |
| Planned Time Active | The basis of this key figure is the project planning. Here, the planned time of the individual jobs are charged at the project level. When defining a time span, the planned time of the jobs under the assumption of uniform distribution are calculated on a daily basis. | FLOAT | DURATION | Time_PlannedActive_Project | yes |
| Target Time | The basis of this key figure is the project planning. Here, the target time/effort of the individual jobs is calculated at the project level. When defining a time span, the target time/effort of the jobs under the assumption of uniform distribution are calculated on a daily basis. | FLOAT | DURATION | Time_Target_Project | yes |
| Time Purchased | Time from incoming invoices, time purchased ext. employee sum of hours from the incoming invoice positions, which is assigned a job. Boundary: Date of incoming invoice | FLOAT | DURATION | Time_Purchased_Project | yes |
| Actual Time Spent | The basis of this key figure is the tracking and recording entry (TimeTracker). Here, the recorded times of the employee of the job is summarized at the project level. When defining a time span, the recorded times per day are used. | FLOAT | DURATION | Time_Tracked_Project | yes |
| Travel Cost Tracked | The basis of this key figure is the travel expense entry (travel). Here, the net amounts of travel expense entry for each project are summarized. In defining the scheduled cost per day are used. When defining a time span, the recorded costs per day are used. | FLOAT | MONEY | TravelCost_Tracked_Project | yes |
| Travel Cost Tracked Gros | The basis of this key figure is the travel expense entry (travel). Here are the gross amounts from the travel expense entry per project is summarized. When defining a time span, the recorded costs per day are used. | FLOAT | MONEY | TravelCostGros_Tracked_Project | yes |
| Turnover Chargeable | All billable times multiplied by external hourly rate, i.e. which job times can be billed on the invoices | FLOAT | MONEY | Turnover_Chargeable_Project | yes |
| Turnover External Chargeable | Calculating the costs based on the jobs of external employees in incoming invoice positions | FLOAT | MONEY | TurnoverExternal_Chargeable_Project | yes |
| Turnover Planned | The basis of this key figure is project planning and order administration. If the order value is stored (order confirmation or manually) the planned turnover = order value (net), if the order value is not set, but the offer value is then planned turnover = offer value (net), otherwise the project turnover (project + surcharges) is used. | FLOAT | MONEY | Turnover_Planned_Project | yes |
| Invoice Value | The basis of this key figure is the data of the invoice. Here, the net amount of the invoice amounts of the project with status “Invoice included” will be charged. If a time span is defined, the performance period is used, otherwise the invoice date is used. | FLOAT | MONEY | Turnover_Tracked_Project | yes |
| Work Cost Tracked | The basis of this key figure is the tracking and recording entry (TimeTracker) and the internal hourly rate of the employee. Here, the recorded time (actual time) is multiplied with the internal hourly rates of the employee of the job (if existance from the employee contract, otherwise from the master data of the employee). When defining a time span, the recorded time per day are used. | FLOAT | MONEY | WorkCost_Tracked_Project | yes |
| Work Cost External Tracked | Actual work effort external (for external staff). The costs are calculate based on the jobs in the incoming invoice positions | FLOAT | MONEY | WorkCostExternal_Tracked_Project | yes |
| Planned Working Days Project | These are the days between the planned start and planned end. Weekends are not counted, but public holidays are | FLOAT | WorkingDays_Planned_Project | yes | |
| Tracked Working Days Project | These are the days between the first and the last time recording. Weekends are not counted, but public holidays are | FLOAT | WorkingDays_Tracked_Project | yes |
Job Form:
| Name | Description | Type | SubTyp | ID | Standard yes/no |
|---|---|---|---|---|---|
| Completion Employee Estimated | Basis dieser Kennzahl ist die Leistungserfassung (TimeTracker) und der Dialog Fertigstellung schätzen. Hier werden die Restaufwände und/oder Fertigstellungsgrade des Arbeitspaketes vom Mitarbeiter eingegeben und ggf. vom Projektleiter im Dialog “Fertigstellung schätzen” korrigiert. Bei der Abgrenzung werden die Schätzungen pro Tag herangezogen. | FLOAT | Completion_EmployeeEstimated_Job | yes | |
| Completion Calculated | Basis dieser Kennzahl ist der Quotient aus Ist- und Plan-Aufwand oder (wenn vorhanden) die letzte Mitarbeiterschätzung abzüglich der danach erfassten Leistungen. Bei Abgrenzung werden die entweder die Plan- und Istaufwände oder die Schätzungen der Arbeitspakete auf Tagesbasis herangezogen. | FLOAT | Completion_Calculated_Job | yes | |
| Cost Normalized | Kosten basierend auf Ist-Zeiten. Diese werden aber so umgelegt (normalisiert), dass die erfasste Zeit der Plan-Dauer des Tages entspricht. Wenn also in Stunden erfasst wurden, so werden daraus immer 8.0 (wenn das so im Kalender steht). Diese Stunden werden dann mit internem Satz multipliziert | FLOAT | MONEY | Cost_Normalized_Job | yes |
| Planned Costs | Basis dieser Kennzahl ist die Projektplanung. Hier werden die Kennzahl “Plan-Aufwand *” und der externen Stundensatz (siehe Preisfindung) multipliziert. Bei Abgrenzung wird der Planaufwand unter Annahme der Gleichverteilung auf Tagesbasis berechnet. | FLOAT | MONEY | Cost_Planned_Job | yes |
| Cost Tracked | Basis dieser Kennzahl ist die Leistungserfassung (TimeTracker). Hier werden die Kennzahl “Ist-Zeit *” und der internen Stundensatz (siehe Kostenfindung) multipliziert. Bei Abgrenzung werden die erfassten Zeiten pro Tag herangezogen. | FLOAT | MONEY | Cost_Tracked_Job | yes |
| Cost External Tracked | Ist-Kosten extern (für externe Mitarbeiter). Berechnung der Kosten auf Basis der Arbeitspakete mit Verwendung der Eingangsrechnungen des Jobs | FLOAT | MONEY | CostExternal_Tracked_Job | yes |
| End Tracked | Ende Zeiterfassung | DATE | End_Tracked_Job | yes | |
| Plan-Projekttage (verstrichen) | Dies sind die vergangenen Tage zwischen Planbeginn und -ende. Wochenenden werden nicht mitgezählt, gesetzliche Feiertage jedoch schon Abgrenzung: Plan-Beginn und Plan-Ende des Arbeitspaketes | FLOAT | PassedWorkingDays_Planned_Job | yes | |
| Remaining Cost Calculated | Restbudget auf Basis Differenz Ist-Zeit und Soll-Zeit sowie externem Stundensatz | FLOAT | MONEY | RemainingCost_Calculated_Job | no |
| Remaining Cost Employee Estimated | Restkosten nach Mitarbeiterschätzung | FLOAT | MONEY | RemainingCost_EmployeeEstimated_Job | no |
| Remaining Time Employee Estimated | Basis dieser Kennzahl ist die Leistungserfassung (TimeTracker) und der Dialog Fertigstellung schätzen. Hier werden die Restaufwände und/oder Fertigstellungsgrade des Arbeitspaketes vom Mitarbeiter eingegeben und ggf. vom Projektleiter im Dialog “Fertigstellung schätzen” korrigiert. Bei Abgrenzung werden die Schätzungen pro Tag herangezogen. | FLOAT | DURATION | RemainingTime_EmployeeEstimated_Job | yes |
| Start Tracked | Beginn Zeiterfassung | DATE | Start_Tracked_Job | yes | |
| Time Billed | Billed Time, in diesem Kontext die fakturierten Zeiten auf Jobbasis. Hierbei auf Basis der fakturierten Zeiterfassungen und _nicht_ auf Rechnungspositionsbasis, Abgrenzung basiert auf den Datumseinträgen der fakturierten Zeiterfassungen | FLOAT | MONEY | Time_Billed_Job | yes |
| Chargeable Time | Basis dieser Kennzahl ist die Leistungserfassung (TimeTracker) und die Bewertung der fakturierbaren Leistungen. Hier werden die abrechenbaren Zeiten des Arbeitspaketes berechnet. Bei Abgrenzung werden die Zeiterfassungen pro Tag herangezogen. | FLOAT | DURATION | Time_Chargeable_Job | yes |
| Planned Time | Basis dieser Kennzahl ist die Projektplanung. Hier wird der Planaufwand des Arbeitspaketes bestimmt. Bei Abgrenzung wird der Planaufwand unter Annahme der Gleichverteilung auf Tagesbasis berechnet. | FLOAT | DURATION | Time_Planned_Job | yes |
| Planned Time Active Projects | Wie „Plan-Aufwand“, nur für laufende (aktive) Projekte | FLOAT | DURATION | Time_PlannedActive_Job | yes |
| Time Purchased | Zeiten aus Eingangsrechnungen, zugekauft Zeit ext. MA Summe von Stunden aus Eingangsrechnungspositionen, wo Job zugewiesen ist, Abgrenzung: Datum der Eingangsrechnung | FLOAT | DURATION | Time_Purchased_Job | yes |
| Target Time | Basis dieser Kennzahl ist die Projektplanung. Hier wird der Soll-Aufwand des Arbeitspaketes berechnet. Bei Abgrenzung wird der Soll-Aufwand unter Annahme der Gleichverteilung auf Tagesbasis berechnet. | FLOAT | DURATION | Time_Target_Job | yes |
| Actual Time Spent | Basis dieser Kennzahl ist die Leistungserfassung (TimeTracker). Hier werden die erfassten Stunden des Bearbeiter des Arbeitspaketes verwendet. Bei Abgrenzung werden die erfassten Zeiten pro Tag herangezogen. | FLOAT | DURATION | Time_Tracked_Job | yes |
| Mitarbeiterumsatz | Mitarbeiter-Umsatz. An sich eignet sich diese Zahl nicht als periodische Kennzahl, sie ergibt nur als Gesamtergebnis Sinn | FLOAT | MONEY | Turnover_Calculated_Job | no |
| Turnover Chargeable | Basis dieser Kennzahl ist die Kennzahl “Chargeable Time *”. Diese Kennzahl wird mit dem externer Stundensatz des Arbeitspaketes (siehe Preisfindung) multipliziert. Bei Abgrenzung werden die Zeiterfassungen pro Tag herangezogen. | FLOAT | MONEY | Turnover_Chargeable_Job | yes |
| Turnover Chargeable external | Berechnung der Kosten auf Basis der Arbeitspakete von externen Mitarbeitern in Eingangsrechnungspositionen | FLOAT | MONEY | TurnoverExternal_Chargeable_Job | yes |
| Planned Time | Basis dieser Kennzahl ist die Projektplanung. Hier wird der Planaufwand des Arbeitspaketes mit den externen Stundensatz (siehe Preisfindung) multipliziert. Bei Abgrenzung wird der Planaufwand unter Annahme der Gleichverteilung auf Tagesbasis berechnet. | FLOAT | MONEY | Turnover_Planned_Job | yes |
| Turnover Tracked | Basis dieser Kennzahl sind die Daten der Rechnung. Hier wird der Nettobetrag der Rechnungspositionen basierend auf dem Arbeitspaket mit Status “Rechnung übernommen” bestimmt. Bei Abgrenzung wird (wenn vorhanden) der Leistungszeitraum, ansonsten das Rechnungsdatum herangezogen. | FLOAT | MONEY | Turnover_Tracked_Job | yes |
| Planned Working Days Project | Dies sind die Tage zwischen Planbeginn und -ende. Wochenenden werden nicht mitgezählt, gesetzliche Feiertage jedoch schon | FLOAT | WorkingDays_Planned_Job | yes | |
| Working Days_Tracked Project | Dies sind die Tage zwischen der ersten und der letzten Zeiterfassung. Wochenenden werden nicht mitgezählt, gesetzliche Feiertage jedoch schon | FLOAT | WorkingDays_Tracked_Job | yes |
Mitarbeiter:
| Name | Beschreibung | Type | SubTyp | ID | Standard yes/no |
|---|---|---|---|---|---|
| Ist-Kosten | Basis dieser Kennzahl ist die Kennzahl “Ist-Arbeitsaufwand *” zuzüglich aller erfassten Kosten Fahrt, Beleg, Reise und Fremdkosten) des Mitarbeiters. Bei Abgrenzung werden die erfassten Zeiten pro Tag und das Belegdatum herangezogen. | FLOAT | MONEY | Cost_Tracked_Employee | yes |
| Ist-Umsatz Arbeitskosten | Basis dieser Kennzahl sind die Daten der Rechnung. Hier wird der Nettobetrag aller Rechnungspositionen basierend auf allen Arbeitspaketen des Mitarbeiters mit Status “Rechnung übernommen” bestimmt. Bei Abgrenzung wird (wenn vorhanden) der Leistungszeitraum, ansonsten das Rechnungsdatum herangezogen. | FLOAT | MONEY | JobTurnover_Tracked_Employee | yes |
| Ist-Umsatz | Basis dieser Kennzahl ist die Kennzahl “Ist-Umsatz Arbeitskosten *”. Hier wird der Nettobetrag aller Rechnungspositionen basierend auf allen Arbeitspaketen des Mitarbeiters mit Status “Rechnung übernommen” zuzüglich aller fakturierten Kosten des Mitarbeiters (Fahrt, Beleg und Reise) bestimmt. Bei Abgrenzung wird (wenn vorhanden) der Leistungszeitraum, ansonsten das Rechnungsdatum herangezogen. | FLOAT | MONEY | Turnover_Tracked_Employee | yes |
| Plan-Anwesenheit | Diese Kennzahl bestimmt die Planarbeitszeit des Mitarbeiters im Intervall entsprechend des Standortes (Kalender) bzw. (wenn vorhanden) des Mitarbeitervertrages. | FLOAT | MONEY | Presence_Planned_Employee | yes |
| Beginn Zeiterfassung | nicht nur die erste Zeitfassung, sondern auch Datum von erfassten Belegen, Fahrten, Reisen etc. geht mit ein | DATE | Start_Tracked_Employee | yes | |
| Ende Zeiterfassung | nicht nur die letzte Zeitfassung, sondern auch Datum von erfassten Belegen, Fahrten, Reisen etc. geht mit ein | DATE | End_Tracked_Employee | yes | |
| Gleitzeit zu Beginn | Gleitzeit zu Beginn | FLOAT | Flextime_EntitlementBegin_Employee | yes | |
| Gleitzeit zum Ende | Gleitzeit zum Ende | FLOAT | Flextime_EntitlementEnd_Employee | yes | |
| Eingangsrechnungsbetrag | Summe der Eingangsrechnungspositionen, die den Mitarbeiter referenzieren, Abgrenzung: Datum der Eingangsrechnung | FLOAT | IncomingInvoice_Tracked_Employee | yes | |
| Bestellwert brutto | Summe der Bestellpositionen, die den Mitarbeiter referenzieren (brutto), Abgrenzung: Bestelldatum | FLOAT | OrderValue_Tracked_Employee | yes | |
| Supplier Budgets | Summe der Budgets, die auf Bestellpositionen, die den Mitarbeiter referenzieren. Budgets haben kein festes Datum, sondern Spanne, Überlappung berechnen | FLOAT | SupplierBudget_Tracked_Employee | yes | |
| Lieferant-Rechnungswert | Summe der Eingangsrechnungspositionen, die den Mitarbeiter referenzieren und in Ausgangsrechnungen übernommen wurden, Abgrenzung: Rechnungsdatum | FLOAT | SupplierTurnover_Tracked_Employee | yes | |
| Billed Time | fakturierte Zeit aus den Jobs des MA, Abgrenzung basiert auf den Datumseinträgen der fakturierten Zeiterfassungen | FLOAT | MONEY | Time_Billed_Employee | yes |
| Chargeable Time | Basis dieser Kennzahl ist die Leistungserfassung (TimeTracker) und die Bewertung der fakturierbaren Leistungen. Hier werden die abrechenbaren Zeiten aller Arbeitspakete des Mitarbeiters berechnet. Bei Abgrenzung werden die Zeiterfassungen pro Tag herangezogen. | FLOAT | DURATION | Time_Chargeable_Employee | yes |
| Plan-Zeit | Basis dieser Kennzahl ist die Projektplanung. Hier wird der Planaufwand aller Arbeitspakete des Mitarbeiters bestimmt. Bei Abgrenzung wird der Planaufwand unter Annahme der Gleichverteilung auf Tagesbasis berechnet. | FLOAT | DURATION | Time_Planned_Employee | yes |
| Plan-Aufwand laufender Projekte | Wie „Plan-Zeit”, nur für laufende (aktive) Projekte | FLOAT | DURATION | Time_PlannedActive_Employee | yes |
| Ist-Zeit | Basis dieser Kennzahl ist die Leistungserfassung (TimeTracker). Hier werden die erfassten Stunden aller Arbeitspakete des Mitarbeiters. Bei Abgrenzung werden die erfassten Zeiten pro Tag herangezogen. | FLOAT | DURATION | Time_Tracked_Employee | yes |
| Mitarbeiterumsatz | Mitarbeiter-Umsatz. An sich eignet sich diese Zahl nicht als periodische Kennzahl, sie ergibt nur als Gesamtergebnis Sinn | FLOAT | MONEY | Turnover_Calculated_Employee | no |
| Fakturierbarer Umsatz | Basis dieser Kennzahl ist die Kennzahl “Chargeable Time *”. Diese Kennzahl wird mit dem externen Stundensätzen aller Arbeitspakete des Mitarbeiters (siehe Preisfindung) multipliziert. Bei Abgrenzung werden die Zeiterfassungen pro Tag herangezogen. | FLOAT | MONEY | Turnover_Chargeable_Employee | yes |
| Plan-Umsatz | Basis dieser Kennzahl ist die Projektplanung. Hier wird der Planaufwand aller Arbeitspakete des Mitarbeiters mit den externen Stundensatz (siehe Preisfindung) multipliziert. Bei Abgrenzung wird der Planaufwand unter Annahme der Gleichverteilung auf Tagesbasis berechnet. | FLOAT | MONEY | urnover_Planned_Employee | yes |
| Urlaubsanspruch zu Beginn | Urlaubsanspruch zu Beginn | FLOAT | Vacation_EntitlementBegin_Employee | yes | |
| Urlaubsanspruch zum Ende | Urlaubsanspruch zum Ende | FLOAT | Vacation_EntitlementEnd_Employee | yes | |
| Ausbezahlter Urlaub | ausbezahlter Urlaub | FLOAT | Vacation_PaidOff_Employee | yes | |
| Plan-Kosten | Basis dieser Kennzahl ist die Projektplanung. Hier wird der Planaufwand aller Arbeitspakete des Mitarbeiters bestimmt. Bei Abgrenzung wird der Planaufwand unter Annahme der Gleichverteilung auf Tagesbasis berechnet. | FLOAT | MONEY | WorkCost_Planned_Employee | yes |
| Plan-Arbeitsaufwand | Diese Kennzahl ist derzeit identisch mit „Plan-Kosten“ | MONEY | WorkCost_Planned_Employee | yes | |
| Ist-Arbeitsaufwand | Basis dieser Kennzahl ist die Leistungserfassung (TimeTracker). Hier werden die Kennzahl “Ist-Zeit *” und der internen Stundensatz (siehe Kostenfindung) multipliziert. Bei Abgrenzung werden die erfassten Zeiten pro Tag herangezogen. | FLOAT | MONEY | WorkCost_Tracked_Employee | yes |
| Werktage | Werktage, ohne Wochenenden und ohne Feiertage | FLOAT | WorkingDays_Planned_Employee | yes |
en/handbuch/kapitel_3/3.6._fortsetzung_5.1261494595.txt.gz · Last modified: 2019/10/25 14:09 (external edit)
